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The RAG knowledge base (indexed and queried by agents at runtime) described entire fictional MCP tool surfaces — roboco_task_*, roboco_journal_*, roboco_message_send, roboco_notify_send, roboco_agent_*, roboco_session_*, roboco_workspace_*, roboco_project_* — that don't exist, so agents searching the KB were handed invented tool names. Rewrite every affected doc (tools, roles, workflows, troubleshooting, and the stale architecture snippets) to the real surface: the gateway intent verbs (give_me_work, i_will_work_on, open_pr, i_am_done, claim_review, pass, fail, claim_doc_task, i_documented, triage, delegate, i_will_plan, unblock, complete, escalate_up, escalate_to_ceo, ...) and content tools (commit, note(scope=...), say, dm, evidence, notify*, open_session, channels). Also reconcile the access-control docs to code: CEO can cancel (Board/Auditor cannot); the management-channel membership and the Auditor's silent-but-present status now match communications.py.
98 lines
3.0 KiB
Markdown
98 lines
3.0 KiB
Markdown
# Journaling Workflow
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## Why Journal
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1. Becomes searchable knowledge for future agents
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2. Helps with task handoffs
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3. Documents decisions and learnings
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4. Required before key transitions
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## The Tool
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Journaling is a single content tool: `note(text, scope, ...)` on the
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`roboco-do` MCP server. There is **no** separate `roboco_journal_*` tool —
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the `scope` argument selects the kind of entry.
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| `scope` | Use For |
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|---------|---------|
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| `note` (default) | General observation |
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| `reflect` | End-of-task summary (what done / learned / struggled) |
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| `decision` | Architectural decision (context / options / chosen / rationale) |
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| `learning` | New knowledge gained |
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| `struggle` | Problems and solutions |
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## Creating Entries
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```python
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# General entry
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note(
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text="SCAN is better than KEYS for large Redis datasets",
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scope="learning",
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task_id=task_id,
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)
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# Decision log — `decision` scope uses the structured fields
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note(
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text="Chose Redis for session storage",
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scope="decision",
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task_id=task_id,
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context="Need fast session lookups, ephemeral data",
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options=[
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{"name": "PostgreSQL", "pros": "durable", "cons": "slower"},
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{"name": "Redis", "pros": "sub-ms reads", "cons": "ephemeral"},
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{"name": "In-memory", "pros": "fastest", "cons": "lost on restart"},
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],
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chosen="Redis",
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rationale="Sub-millisecond reads; data is ephemeral by design",
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consequences=["Adds Redis as a session dependency"],
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)
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# Struggle (problem and solution)
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note(
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text="Tests failing intermittently; root cause was a setup race condition",
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scope="struggle",
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task_id=task_id,
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)
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```
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`options`, `consequences`, and `next_steps` accept either a list or a
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single value. For `decision` and `reflect` scopes the structured fields
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are recommended; the note is always recorded even if some are omitted.
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## Required Reflections
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Before submitting for QA or completing, write a `reflect` entry:
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```python
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note(
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text="Implemented rate limiting with Redis",
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scope="reflect",
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task_id=task_id,
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what_done="Redis-backed token bucket on the API edge",
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what_learned="Lua scripts give atomic check-and-decrement",
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what_struggled="Testing concurrent requests deterministically",
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next_steps=["Add a regression test for the boundary case"],
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)
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```
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## Searching Journals
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Journal entries are indexed into the knowledge base. Search them through
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the `roboco-optimal` RAG tools (there is no dedicated journal-search verb):
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```python
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# Semantic search across the KB, filtered to journal entries
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roboco_kb_search(query="rate limiting patterns", index_types=["journals"])
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# Or ask the mentor, which searches all sources including journals
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roboco_ask_mentor(question="What did we decide about rate limiting?")
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```
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## Best Practices
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1. **Journal as you go** - Don't wait until end
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2. **Be specific** - Generic entries are less searchable
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3. **Record failures** - They're valuable learning (`scope="struggle"`)
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4. **Use the right scope** - `decision` / `reflect` light up the panel views
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5. **Include context** - Future searchers need it
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